Matthew Hoyt Ellis
Investment adviser representative at Fidelis Capital
10 yearsExperience
1 stateRegistered in
$2.3BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Fidelis CapitalMar 2024 to now
- Fidelis Capital Partners, LLC.Jul 2022 to now
- UnemployedApr 2022 to Jul 2022
- Wells Fargo BankJun 2017 to Apr 2022
- Wells Fargo Clearing ServicesJun 2017 to Apr 2022
- UnemployedFeb 2017 to May 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2012 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2013
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
Fidelis Capital
Legal name: Fidelis Capital Partners, LLC
$2.3BAssets managed
232Clients
14Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3107756
- Firm CRD
- 322287